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Instructions

This page provides instructions for Applicants when completing the Combined Residential Application using the Online Application.

The online application can be accessed by clicking the link below and logging into your Salesforce Portal account, then selecting the Combined Residential Application option.

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body	<p><br /></p>

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title	learn more...

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UI Button

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title	Salesforce Portal Login
url	https://uat-nyserda-portal.cs32.force.com/customer/login

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The application is comprised of seven (7) distinct steps, or pages, that you will navigate through as you complete the application. Each page contains fields and information that must be provided as part of the application which are denoted by a red asterisk.

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Each step, or page, throughout the application contains instructional text at the top of the page. It is highly recommended that you review these instructional texts as they provide clarity regarding the information requested.

UI Step

Every step, or page, throughout the application contains a Save button at the bottom of the page. Click Save before exiting the application if you do not have time to complete it in one sitting.

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To re-access a Saved and incomplete application:

Log back into the Salesforce Portal

Select the Projects tab

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Locate the correct Application and click on the link in the Project Name column

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Finally, click on the Application Wizard button to return to your incomplete application.

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The EmPower+ Application allows applicants to access and submit either online or paper applications to the program. Applicants can receive assistance from Community Organizations and/or Participant Contractors when submitting an application. Applicants who would like to submit an Online Application must create an Application Portal account first. The instructions below guide you on how to access, complete and submit a EmPower+ Application. To access instructions specific to each step below, click the learn more... link to expand the section and review the related materials.

Info

icon	false

The instructional materials below are intended to guide:

Applicants when submitting an online application, or
Shared Services, Community Organizations, NYSERDA Energy Advisors, Participating Contractors, and Participating Utilities when assisting applicants through the online application process.

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Using the Utility Address field, begin typing in your street address. Salesforce will suggest verified addresses below this field as you type. Selecting an option from this list will populate all other Utility and Mailing address fields.

Excerpt

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Complete the Application Information section:

Section

Column

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UI Step
Your First Name and Last Name will pre-populate.

UI Step
Select your Preferred Applicant Language from the drop-down.

UI Step
Provide your Primary Phone Number.

UI Step
All other fields are optional and can be completed at need.

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textAlign	left
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Complete the Utility Site Information section:

Section

Column

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UI Steps

size	small

UI Step

Expand

title	Regarding Your Internet Browser

Applicants should be aware that, depending on the internet browser used to complete the Online Application, the address fields may pre-populate based on your Browser's auto-form filling functionality, such as with Google Chrome. Applicants should review the address fields if they pre-populate and update with the correct address if necessary.

UI Step
If your Mailing address is different from your Utility address, update the Mailing Address fields as needed.

UI Step
Select the appropriate response for the Does the applicant own this site drop down. This field identifies if the Applicant is the owner of the dwelling associated with the Utility Address entered into the application.

UI Step
Select the option from the Dwelling Type drop-down that most closely identifies what type of dwelling exists on the site.

UI Step
The Number of Units field becomes required if Multi-Family (5+ units) is selected as the Dwelling Type.

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width	55%

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Save & Continue:

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To advance to the next step, click Continue at the bottom of the page.

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It is recommended that you click Save before clicking Continue.

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small

UI Step

Applicants can access the online application by clicking the link below and logging into your Salesforce Portal account, then by selecting the EmPower+ Application option.

UI Button

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icon	link
title	Salesforce Customer Login
url	https://nyserda-portal.force.com/customer/login

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title	screenshot

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UI Step

The application is comprised of seven (7) distinct steps, or pages, that you will navigate as you complete the application. Each page contains required fields and information denoted by a red asterisk.

Expand

title	screenshot

Image Added

UI Step
Each step, or page, throughout the application contains instructional text at the top of the page. It is highly recommended that you review these instructional texts as they provide clarity regarding the information requested.

UI Step

Every step, or page, throughout the application contains a Save button at the bottom of the page. Click Save before exiting the application if you do not have time to complete it in one sitting.

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UI Step

To access a Saved and incomplete application:

Log back into the Salesforce Portal
Select the Enrollment tab
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Locate the correct application and click the link in the Enrollment Name column
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Finally, click the Application Wizard button to return to your incomplete application.
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body	<p><br /></p>

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title	learn more...

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Complete the Application Information section:

Section

Column

width	45%

UI Steps

size	small

UI Step
Your First Name and Last Name will pre-populate.

UI Step
Select your Preferred Applicant Language from the drop-down.

UI Step
Provide your Primary Phone Number.

UI Step
All other fields are optional and can be completed as needed.

Column

width	55%

Image Added

Aura - Title

color	#0077c8
textAlign	left
fontSize	24
lineHeight	24
cloudText	Demo Title
tag	h6
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Complete the Site Information section:

Section

Column

width	45%

UI Steps

size	small

UI Step

Using the Address field, begin typing in your street address. Salesforce will suggest verified addresses below this field as you type. Selecting an option from this list will populate all other address fields on the page.

Expand

title	Regarding Your Internet Browser

Applicants should be aware that, depending on the internet browser used to complete the Online Application, the address fields may pre-populate based on your Browser's auto-form filling functionality, such as with Google Chrome. Applicants should review the address fields if they pre-populate and update with the correct address if necessary.

Tooltip

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Image Added

UI Step
If your Mailing address is different from your Address, update the Mailing Address fields as needed.

UI Step
Select the appropriate response for the Does the applicant own this site drop down. This field identifies if the applicant is the owner of the dwelling associated with the address entered into the application.

UI Step
Select the option from the Dwelling Type drop-down that most closely identifies what type of dwelling exists on the site.

UI Step
The Number of Units field becomes required if you select Multi-Family (5+ units) as the Dwelling Type.

Column

width	55%

Image Added

Expand

title	learn more...

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color	#0077c8
textAlign	left
fontSize	24
lineHeight	24
cloudText	Demo Title
tag	h6
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Complete the Utility Information section:

Section

Column

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UI Steps

size	small

UI Step
Select the Electric Utility Provider & the Primary Heating Fuel Type for the site.

UI Step
When selecting either Natural Gas or Other from the Primary Heating Fuel Type drop-down will enable an additional required field for this section that must be completed.

UI Step
Include Electric Utility and Primary Fuel Account Numbers. These fields are optional. However, providing NYSERDA with this information will enable us to provide the most accurate and effective recommendations for work that will be performed at the site.

UI Step
If the site has a Secondary Heating Fuel Type, select it from the drop-down. This field is optional.

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Complete

Save

the Additional Question section

& Continue:

Section

Column

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Respond

To advance to the

question, if applicable or appropriate, with any additional information that will help NYSERDA reduce your energy consumption or reduce risks to occupant health or special needs

next step, click Continue at the bottom of the page. It is recommended that you click Save before clicking Continue.

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Save & Continue:

Section

Column

width	45%

UI Steps

size	small

UI Step
To advance to the next step, click Continue at the bottom of the page.

Column

width	55%

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Tip
It is recommended that you click Save before clicking Continue.

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Partner

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Complete the

Partner

Utility Information section:

Section

Column

width	45%

UI Steps

size	small

UI Step
Select

a Contractor from the Contractor Selection drop-down.

Expand

title	Rules to Selecting a Contractor

When selecting a Contractor, you can either,
- Select one that you have already been working with,
- Select the Select Next Available option to have the next available Contractor assigned to your project, or
- Select your preference for a Contractor Partner from the list.
Only those Contractors that serve your designated area will appear on the list.
- If you do not see a Contractor, it is likely because they do not serve your area.
If a selected Contractor cannot perform the work due to scheduling restrictions, they may not accept the project.
- If so, an alternate will be selected by CLEAResult Shared Services.
CLEAResult Shared Services selects Contractors when Paper Applications are submitted or if the Applicant did not select one when applying online.
When applicants apply using a Campaign Code, the Contractor will be selected automatically.
- Applicants can change the pre-selected Contractor at need.

the Electric Utility Provider and the Primary Heating Fuel Type for the site.

UI Step
Selecting either Natural Gas or Other from the Primary Heating Fuel Type drop-down will enable an additional required field for this section that must be completed.

UI Step
Include Electric Utility and Primary Fuel Account Numbers. These fields are optional. However, providing NYSERDA with this information will enable us to provide the most accurate and effective recommendations for work that will be performed at the site.

UI Step
If the site has a Secondary Heating Fuel Type, select it from the drop-down. This field is optional.

UI Step
Respond to the Additional Question, if applicable or appropriate, with any additional information that will help NYSERDA reduce your energy consumption or reduce risks to occupant health or special needs.

Column

width	55%

Image Added

Aura - Title

color	#0077c8
textAlign	left
fontSize	24
lineHeight	24
cloudText	Demo Title
tag	h6
fontWeight	normal

Save & Continue:

Section

Column

width	45%

UI Steps

size	small

UI Step
To advance to the next step, click Continue at the bottom of the page. It is recommended that you click Save before clicking Continue

UI Step

While not required, you can help NYSERDA understand if an independent organization has been assisting you with the application process. If that organization appears on the other drop-down, select it from the list

.

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Save & Continue:

Section

Column

width	45%

UI Steps

size	small

UI Step
To advance to the next step, click Continue at the bottom of the page.

Column

width	55%

Image Removed

Tip
It is recommended that you click Save before clicking Continue.

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If you received a letter from NYSERDA with a Referral Code, select Yes in response to the question, enter the Referral Code in the provided field, then skip to Complete the Household Demographics Section below. No additional eligibility questions are required.

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body	<p><br /></p>

tip

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title	learn more...

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Review

Complete the

Geo

Partner

Eligibility

Information section:

Applicants need only satisfy one Eligibility Requirement.

Section

Column

width	45%

UI Steps

size	small

UI Step

Geo Eligibility is determined automatically by the system based on the Applicant's address

Select a contractor from the Contractor Selection drop-down.

Expand

title

Geo Eligibility for Moderate Income Applicants

Applicants who are considered Moderate Income are not eligible for Geo Eligibility.

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color	#0077c8
textAlign	left
fontSize	24
lineHeight	24
cloudText	Demo Title
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Complete the Referral Section:

Section

Column

width	45%

UI Steps

size	small

UI Step

Expand

title	Regarding Referral Codes

The Referral Code field is only accessible if Yes is selected. If you have a Referral Code, enter it in the field that appears.
Referral Codes are provided to Applicants through mailed letters or emails either from the Applicant's Utility, from NYSERDA directly, or from the Office of Temporary Disability Assistance (OTDA).
Applicants who have a Referral Code and enter it in the application will not need to provide additional income verification as part of the application process.
Contractors and/or Community Organizations assisting Applicants with the application process should inquire if the Applicant, or their household, received a Referral Code through email or mail.
PESG (LIPA) Customers referred by the Office of Temporary and Disability and Assistance (OTDA):
- Referrals come directly to the EmPower Program from OTDA.
- Customers who do not receive a referral from OTDA are ineligible for full or reduced incentivized measures.
- Ineligible customers may be able to participate in similar programs through their Utility.
- Low-income National Grid - Long Island customers may be eligible for the Home Energy Affordability Team (HEAT) program

UI Step
However, if you did not receive a letter with a Referral Code, select No. An additional section will appear on the application titled Categorical Eligibility. Review instructions for that section below.

Rules to Selecting a Contractor

When selecting a contractor, you can either,
- Select one that you have been working with,
- Select the Select Next Available option to have the next available contractor assigned to your project, or
- Select your preference for a contractor partner from the list.
Only those contractors that serve your designated area will appear on the list.
- If you do not see a contractor, it is likely because they do not serve your area.
If a selected contractor cannot perform the work due to scheduling restrictions, they may not accept the project.
- If so, an alternate will be selected by Shared Services.
Shared Services selects contractors when they receive Paper Applications or if the Applicant did not select one when applying online.
When applicants apply using a Campaign Code, the contractor will be selected automatically.
- Applicants can change the pre-selected contractor at need.

UI Step
While not required, you can help NYSERDA understand if an independent organization has been assisting you with the application process. If that organization appears on the Are any of these organizations assisting you with the application process? drop-down, select it from the list.

Column

width	55%

Image Added

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color	#0077c8
textAlign	left
fontSize	24
lineHeight	24
cloudText	Demo Title
tag	h6
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Save & Continue:

Section

Column

width	45%

UI Steps

size	small

UI Step
To advance to the next step, click Continue at the bottom of the page. It is recommended that you click Save before clicking Continue.

Column

width	55%

Image Added

Image Removed

This section of the application will only appear if the Applicant:

Chooses not to accept Geo Eligibility determination that indicates the Applicant is Geo Eligible (if applicable), and/or
Answered No to the Referral question in this section, or did not receive a Referral Code from their Utility, NYSERDA, or the Office of Temporary and Disability Assistance (OTDA), and/or
Is not eligible for Categorial Eligibility (i.e., did not receive an award letter for HEAR, SNAP, SSI, TANF, or Public Assistance in the past 12 months).

Applicants must document income for all members of the household if all previous eligibility requirements could not be met.

This section of the application will initially contain a space for the Applicant to add income sources

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body	<p><br /></p>

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title	learn more...

Column

width	55%

Image Removed

Aura - Title

color	#0077c8
textAlign	left
fontSize	24
lineHeight	24
cloudText	Demo Title
tag	h6
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Complete the Categorical Eligibility Section:

Info
This section of the application will only appear if the applicant answers No to the question in the Referral section.

If you or any household member received an award letter for HEAR, SNAP, SSI, TANF, or Public Assistance in the past 12 months, select Yes. Categorical Eligibility is based on the date within the award letter. Award letters are good for one year from the date provided within.

Multiple options can be selected.

An award letter, for each option selected, must be submitted as part of this application.

For applicants completing the application online, the award letter can be uploaded during Step 6: Project Documents.

For Paper Applications, a copy of the award letter can be submitted when mailing in the application.

Once completed, advance to the Household Demographics section.

Section

Column

width	45%

UI Steps

size	small

UI Step

Expand

title	Acceptable Categorical Eligibility Documents

Categorical Eligibility Type

Acceptable Documentation

Acceptable Date Range

HEAP

Award Letter
OTDA provided HEAP list

Awarded within last 12 months

SNAP

Award Letter

Awarded within last 12 months

TANF

Award Letter

Awarded within last 12 months

Supplemental Security Income (SSI)

Award Letter
Benefit Statement

Awarded within last 12 months

UI Step
If you, or any household members did not receive any assistance as listed above, select No. An additional section will appear on the application titled Income Eligibility. Review instructions for that section below.

Column

width	55%

Aura - Title

color	#0077c8
textAlign	left
fontSize	24
lineHeight	24
cloudText	Demo Title
tag	h6
fontWeight	normal

Complete

Household

the

Information

Income Eligibility Section:

Info

& Demographics

Section

Column

width	45%

UI Steps

size	small

UI Step
Add Household Members. The Number of Household Members field will automatically generate.

UI Step
Complete Household Demographics details field, selecting all options that apply for all members of the household.

Column

width	55%

Image Added

Aura - Title

color	#0077c8
textAlign	left
fontSize	24
lineHeight	24
cloudText	Demo Title
tag	h6
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Complete the Referral Code Screening:

Section

Column

width	45%

UI Steps

size	small

UI Step

If you received a letter from NYSERDA with a Referral Code, select Yes in response to the question, enter the Referral Code in the provided field, then skip to Complete the Household Demographics Section below. No additional eligibility questions are required.

Expand

title	Regarding Referral Codes

The Referral Code field is only accessible if Yes is selected. If you have a Referral Code, enter it in the field that appears.
Referral Codes are provided to applicants through mailed letters or emails either from the Applicant's Utility, from NYSERDA directly, or from the Office of Temporary Disability Assistance (OTDA).
Applicants who have a referral code and enter it in the application will not need to provide additional income verification as part of the application process.
Contractors and/or Community Organizations assisting Applicants with the application process should inquire if the Applicant, or their household, received a Referral Code through email or mail.

UI Step
However, if you did not receive a letter with a Referral Code, select No. An additional section will appear on the application titled Categorical Screening. Review instructions for that section below.

Column

width	55%

Image Added

Aura - Title

color	#0077c8
textAlign	left
fontSize	24
lineHeight	24
cloudText	Demo Title
tag	h6
fontWeight	normal

Complete the Categorical Screening:

Info

icon	false

This section of the application will only appear if the applicant answers No to the question in the Referral Code Screening section.

Section

Column

width	45%

UI Steps

size	small

UI Step

If you or any household member received an award letter for HEAP, SNAP (food benefits), SSI, TANF, or Public Assistance in the past 12 months, select Yes. Categorical eligibility is based on the date within the award letter. Award letters are good for one year from the date provided.

Multiple options can be selected.

An award letter, for each option selected, must be submitted as part of this application.

Expand

title	Acceptable Categorical Eligibility Documents

Categorical Eligibility Type	Acceptable Documentation	Acceptable Date Range
HEAP	Award Letter OTDA provided HEAP list	Awarded within last 12 months
SNAP	Award Letter	Awarded within last 12 months
TANF	Award Letter	Awarded within last 12 months
Supplemental Security Income (SSI)	Award Letter Benefit Statement	Awarded within last 12 months

For applicants completing the application online, the award letter can be uploaded during Step 6: Project Documents.
For Paper Applications, a copy of the award letter can be submitted when mailing the application.

Once completed, advance to the Household Demographics section.

UI Step
If you, or any household members did not receive any assistance listed above, select No. An additional section will appear on the application titled Income Documentation Screening. Review instructions for that section below.

Column

width	55%

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Expand

title	Acceptable Income Eligibility Documents

Income Type

Acceptable Document

Acceptable Date Range

Social Security

Award Letter
Benefit Statement

Within 12 months

Social Security Disability (SSD)

Award Letter
Benefit Statement

Within 12 months

Pension

Pension check stub showing gross amount
Letter from Pension Board

Within 12 months

Disability (Short Term or Long Term)

Benefit Statement

Within 60 days

Child Support / Alimony

Court Award Letter
Printout from Domestic Relations

Within 12 months (within 60 days if using printout from DR website)

Foster Care Payment

Statement from Social Services

Within 60 days

Workers Compensation

Award Letter
Benefit Statement

Within 60 days

Unemployment

Letter of Determination

Within 60 days

Veterans Benefits

Award Letter
Benefit Statement

Within 12 months

Annuities

Bank Statement

Within 60 days

Salaries/Wages

Pay Stubs

Four weeks of paystubs from the last 60 days

Interest Income

Bank Statement

Within 60 days

Rental Income

Current Lease
Rent Receipt

Within 12 months

Business or Farm Income

Tax Return
IRS Report of Quarterly Earnings
Business records.

Tax Return: Previous Year
IRS Report: Previous 3 months Business Records: Previous 3 months

Tax Documentation

Form 1040, 1040A, or 1040EX

Most recent Federal Income Tax Return.

This is only acceptable if all members of the household who were required to file a tax return did so.
Additionally, all sources of income must be documented within the Tax Return for each household member.
If documenting Rental, Business, or Farm income, Applicants must submit corresponding schedules (C, E, and F)

Section

Column

width	45%

UI Steps

size	small

UI Step

To add spaces for other members of the household for income documentation purposes, click the Add Household Member option. This will open a modal window for you to document the household member's:

First Name
Last Name
Age
If they are a Full-time Student
Gross Income Amount
Income Source
Income Source Frequency
Verification Method

UI Step

To add an income source for a household member, click the Add Another Income Source option below the household member to document the household member's:

Age
If they are a Full-time Student
Gross Income Amount
Income Source
Income Source Frequency
Verification Method

UI Step
To edit or delete an income source added to a household member, click the Pencil Icon (edit) or Trashcan Icon (delete) to the far right of the listed income source.

UI Step
Continue adding household members and income sources as needed.

Column

width	55%

Image Removed

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color	#0077c8
textAlign	left
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cloudText	Demo Title
tag	h6
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Complete the

Household

Income

Demographics

Documentation

Section

Screening:

section

Infocolumn

icon

width	45%

UI Steps

size	small

UI Step
Complete the Household Demographics Details field, selecting all options that apply for all members of the household.

UI Step

Document how many members of the household are:

60 years of age or older
Children (age 17 years or younger)
Persons with Disabilities
Veterans or Disabled Veterans

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Save & Continue:

Section Column

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UI Steps

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UI Step
To advance to the next step, click Continue at the bottom of the page.

Column

width	55%

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Tip
It is recommended that you click Save before clicking Continue.

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Expand

title	learn more...

Aura - Title

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Review the Application:

Section Column

width	45%

UI Steps

size	small

UI Step
Review each section of the Review Page for your application. If information on the application is incorrect, use the Previous button at the bottom of the page to return to previous steps (pages) and update the information as needed.

Column

width	55%

Image Removed

Aura - Title

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Section D: Energy Information:

Section Column

width	45%

UI Steps

size	small

UI Step
For Section D: Energy Information, read through the disclaimer and check the I agree to the terms and conditions stated above box.

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Section H: Applicant Information:

Section Column

width	45%

UI Steps

size	small

UI Step
After reviewing the complete application, scroll to Section H: Application Information,

UI Step

Read through the disclaimer, then click the Electronic Signature button.

Expand

title	Important Note about Electronic Signatures

Applicants are not required to provide Electronic Signatures. However Applicants must satisfy one of alternate options below when not providing an Electronic Signature:

Applicants who would prefer to print and mail in a hand signed application can bypass the Electronic Signature and click Print at the bottom of the page instead. Applicants must also provide, along with the signed application, any supporting documents required to provide proof of choices made during Step 4: Eligibility Screening.

Expand

title	Mailing Address

Energy Audit Application

2 Wall Street,

Albany, New York 12205

Applicants who would prefer to hand sign the application, but still submit electronically, can click Print at the bottom of the page, hand sign the application, then scan the signed application onto their computer for upload during Step 6: Project Documents.

UI StepYou will be directed to electronically sign the application through DocuSign. When the page loads, check the agreement box and click Continue at the top of the page.

Tooltip

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linkTextUnderline	true
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linkTextColor	#0073A4

Image Removed

UI Step
Then, scroll to the bottom of the application and click the Sign option next to the Applicant Signature field.

UI StepIn the modal window that appears, click Adopt and Sign to electronically sign the application. Your Name, Initials will pre-populate and a, and signature example will already be completed for you.

Tooltip

linkTextStrong	true
appendIcon	camera
linkTextUnderline	true
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linkTextColor	#0073A4

Image Removed

UI Step
Your signature example will now appear on the signature line for the application. Click Finish to return to the application.

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Print & Continue:

false

This section of the application will only appear if the applicant:
- Answered No to the Referral Code Screening, or did not receive a Referral Code from their Utility, NYSERDA, or the Office of Temporary and Disability Assistance (OTDA), and/or
- Is not eligible for Categorial eligibility (i.e., did not receive an award letter for HEAP, SNAP, SSI, TANF, or Public Assistance in the past 12 months).

Applicants must document income for all members of the household if all previous eligibility requirements could not be met.

Expand

title	Acceptable Income Eligibility Documents

Income Type	Acceptable Document	Acceptable Date Range
Social Security	Award Letter Benefit Statement	Within 12 months
Social Security Disability (SSD)	Award Letter Benefit Statement	Within 12 months
Pension	Pension check stub showing gross amount Letter from Pension Board	Within 12 months
Disability (Short Term or Long Term)	Benefit Statement	Within 60 days
Child Support / Alimony	Court Award Letter Printout from Domestic Relations	Within 12 months (within 60 days if using printout from DR website)
Foster Care Payment	Statement from Social Services	Within 60 days
Workers Compensation	Award Letter Benefit Statement	Within 60 days
Unemployment	Letter of Determination	Within 60 days
Veterans Benefits	Award Letter Benefit Statement	Within 12 months
Annuities	Bank Statement	Within 60 days
Salaries/Wages	Pay Stubs	Four weeks of paystubs from the last 60 days
Interest Income	Bank Statement	Within 60 days
Rental Income	Current Lease Rent Receipt	Within 12 months
Business or Farm Income	Tax Return IRS Report of Quarterly Earnings Business records.	Tax Return: Previous Year IRS Report: Previous 3 months Business Records: Previous 3 months
Tax Documentation	Form 1040, 1040A, or 1040EX	Most recent Federal Income Tax Return. This is only acceptable if all members of the household who were required to file a tax return did so. Additionally, all sources of income must be documented within the Tax Return for each household member. If documenting Rental, Business, or Farm income, Applicants must submit corresponding schedules (C, E, and F)

This section of the application will initially contain a space for the Applicant to add income sources

Section

Column

width	45%

UI Steps

size	small

UI Step

To add spaces for other members of the household for income documentation purposes, click the Add Household Member option. This will open a modal window for you to document the household member's:

First Name
Last Name
Age
If they are a Full-time Student
Gross Income Amount
Income Source
Income Source Frequency
Verification Method

UI Step

To add an income source for a household member, click the Add Another Income Source option below the household member to document the household member's:

Age
If they are a Full-time Student
Gross Income Amount
Income Source
Income Source Frequency
Verification Method

UI Step
To edit or delete an income source added to a household member, click the Pencil Icon (edit) or Trash Can Icon (delete) to the far right of the listed income source.

UI Step
Continue adding household members and income sources as needed.

Column

width	55%

Image Added

Aura - Title

color	#0077c8
textAlign	left
fontSize	24
lineHeight	24
cloudText	Demo Title
tag	h6
fontWeight	normal

Save & Continue:

Section

Column

width	45%

UI Steps

size	small

UI Step
To advance to the next step, click Continue at the bottom of the page. It is recommended that you click Save before clicking Continue.

Column

width	55%

Image Added

Aura - Panel

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Review the Application:

Section

Column

width	45%

UI Steps

size	small

UI Step
Review each section of the Review Page for your application. If information on the application is incorrect, use the Previous button at the bottom of the page to return to previous steps (pages) and update the information as needed.

Column

width	55%

Image Added

Aura - Title

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Section D: Energy Information:

Section

Column

width	45%

UI Steps

size	small

UI Step
For Section D: Energy Information, read through the disclaimer and check the I agree to the terms and conditions stated above box.

Column

width	55%

Image Added

Aura - Title

color	#0077c8
textAlign	left
fontSize	24
lineHeight	24
cloudText	Demo Title
tag	h6
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Section H: Applicant Information:

Section

Column

width	45%

UI Steps

size	small

UI Step
After reviewing the complete application, scroll to Section H: Application Information,

UI Step

Read through the disclaimer, then click the Electronic Signature button.

Expand

title	Important Note about Electronic Signatures

Applicants are not required to provide Electronic Signatures. However applicants must satisfy one of alternate options below when not providing an Electronic Signature:

Applicants who would prefer to print and mail a hand-signed application can bypass the Electronic Signature and click Print at the bottom of the page instead. Applicants must also provide, along with the signed application, any supporting documents required to provide proof of choices made during Step 4: Eligibility Screening.
Expand
title Mailing Address
Energy Audit Application
8 Southwoods Blvd. Suite 201
Albany, NY 12211
Applicants who would prefer to hand sign the application, but still submit electronically, can click Print at the bottom of the page, hand sign the application, and scan the signed application onto their computer for upload during Step 6: Project Documents.

UI Step

You will be directed to electronically sign the application through DocuSign. When the page loads, check the agreement box and click Continue at the top of the page.

Tooltip

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appendIcon	camera
linkTextUnderline	true
iconColor	#0073A4
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Image Added

UI Step
Scroll to the bottom of the application and click the Sign option next to the Applicant Signature field.

UI Step

In the modal window that appears, click Adopt and Sign to electronically sign the application. Your Name, Initials will pre-populate and a, and signature example will already be completed for you.

Tooltip

linkTextStrong	true
appendIcon	camera
linkTextUnderline	true
linkText	screenshot
linkTextColor	#0073A4

Image Added

UI Step
Your signature example will now appear on the signature line for the application. Click Finish to return to the application.

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width	55%

Image Added

Aura - Title

color	#0077c8
textAlign	left
fontSize	24
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tag	h6
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Print & Continue:

Section

Column

width	45%

UI Steps

size	small

UI Step

If you'd like a copy of the application, click Print.

Applicants who prefer to hand sign the application can bypass the Electronic Signature, clicking the Print button to print the application. Hand sign the application then either mail it in along with all required supporting documentation or scan the signed application onto your computer and upload it to the Online Application in the Step 6: Project Documents.

UI Step
To advance to the next step, click Continue at the bottom of the page.

Column

width	55%

Image Added

Aura - Panel

tab	1
styles	{"body":{"text":{"color":"#465671"

Section Column

width	45%

UI Steps

size	small

UI Step

If you'd like a copy of the application, click Print.

Applicants who prefer to

UI Step
To advance to the next step, click Continue at the bottom of the page.

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width	55%

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Expand

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body

Expand

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left
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Review the Required Documents section:

Section

Column

width	45%

UI Steps

size	small

UI Step
The Required Documents section will outline any documents that are

required as part of you application.

UI Step
If your application requires multiple documents, each will be listed as a separate line item. Click the Choose File button to the right of each requested required document to locate and upload the file from your computer.

UI Step
If you Electronically Signed the application in a previous step, there is no need to upload a signed application. However, if you chose to sign the application manually, after printing it out, you will be required to upload a signed copy of the application to this section.

Column

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Complete the Other Documents section:

required as part of you application.

UI Step
If your application requires multiple documents, each will be listed as a separate line item. Click the Choose File button to the right of each requested required document to locate and upload the file from your computer.

UI Step
If you Electronically Signed the application in a previous step, there is no need to upload a signed application. However, if you chose to sign the application manually, after printing it, you will be required to upload a signed copy of the application to this section.

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Complete the Other Documents section:

Section

Column

width	45%

UI Steps

size	small

UI Step
If there are any additional supporting documents you'd like to include as part of the application, click the Add Another Document option to locate and upload a document or file from your computer.

UI Step
Continue adding additional documents or files as needed.

Column

width	55%

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Save & Continue:

Section

Column

width	45%

UI Steps

size	small

UI Step
To advance to the next step, click Continue at the bottom of the page. It is recommended that you click Save before clicking Continue.

Column

width	55%

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Expand

title	learn more...

Section

Column

width	45%

UI Steps

size	small

UI Step
If there are any additional supporting documents you'd like to include as part of the application, click the Add Another Document option to locate and upload a document or file from your computer.

UI Step
Continue adding additional documents or files as needed.

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Save

Submit

&

the

Continue

Application:

Section

Column

width	45%

UI Steps

size	small

UI Step

To advance to the next step, click Continue at the bottom of the page.

On the last page of the application, click the Submit button.

UI Step

When you have successfully submitted your application, the page will reload and display Application Status: Your application has been submitted successfully.

Tooltip

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STEP 7: Submission Page

Next Steps","color":"#233e90","textAlign":"left","fontWeight":"normal","fontSize":26}},"base":{"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]},"backgroundColor":{"color":"#ffffff"},"border":{"color":"#233e90","style":"solid","width":4,"bottom":false,"top":false,"left":true,"right":false},"borderRadius":{"radius":4}}}

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	learn more...

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Application Review and Approval

UI Steps

size	small

UI Step

Shared Services will review your submitted application. If they require additional information or documentation, you will receive an email communication identifying the needed information.

Applicants should respond to this communication within ten (10) days to provide the request information.
Applicants who do not respond after ten (10) days to the initial notice will receive two (2) additional notices (the second at Day 20 and the third at Day 30) to remind them of the required information they must provide.
Once an applicant responds to any of the 3 (three) communications, the application will continue through the approval process.
Applicants who fail to respond to any of the three (3) notices will have their application cancelled systematically.

UI Step
If you application is approved, you will receive an email notice guiding you on next steps.

UI Step
If you application is rejected, you will receive an email notice outlining the reason for denial.

learn more...

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Submit the Application:

When your application has been successfully submitted, the page will reload and display Application Status: Your application has been submitted successfully.

Section

Column

width	45%

UI Steps

size	small

UI Step
On the last page of the application, click the Submit button.

UI Step

Tooltip

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